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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,767 | $115,911-93.3% | $100,530-92.3% | $158,950-95.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 43.42% | 34.80%+8.6pp | 30.89%+12.5pp | 302.91%-259.5pp |
| Employer contribution / active EE | $1,651 | $4,104-59.8% | $3,418-51.7% | $4,762-65.3% |
| Participant deferral / active EE | $3,225 | $6,676-51.7% | $6,271-48.6% | $5,983-46.1% |
| Admin fee / account holder | $208 | $10,999-98.1% | $8,083-97.4% | $11,248-98.2% |